The IRS sends millions of notices to taxpayers every year. If one shows up in your mailbox, don't panic! We're providing you with specific info below to help you deal with the IRS, should you receive a letter.....

​First, a credit card denial letter from Nordstrom appeared in the mail. Denial? For what? Chad never applied for a credit card with Nordstrom. Then came Chad's new Best Buy credit card. But he hadn't set foot in a Best Buy store or visited a Best Buy website in a decade...so how did he have a new credit card? For years, Chad has given advice on how to protect yourself from identity theft. But now he has actual experience with it. Below are some things he learned.....

While some homebuyers have a substantial down payment for their home purchase due to proceeds from an existing home sale, not all are able to put down as much money. It can be difficult to save a large amount of money. In addition, some folks prefer to not invest in a heavy down payment for leveraging, or other reasons. So what options are available for down payments?

A 529 Plan is a tax-advantaged savings plan to used for education expenses. 529 Plans are operated by state and educational institutions designed to incentivize saving for college and other post-secondary schooling.....

Roth IRA's are a tremendous asset. The ability to access tax-free funds in retirement is an incredibly valuable tool. So how can you use Roth IRA's to your advantage? Here are some things for you to think about!

Interest rates have increased nearly .75% since November 2017. This has many homeowners wondering if they'll ever refinance again, and many prospective homebuyers wondering how this will affect their purchasing power. Here are several thoughts for both groups of people.....

How you handle "windfalls" of money can largely determine your financial success. Here are a few ideas of way you can apply your tax refund.....

We're getting numerous questions about the impact of new tax laws on the benefits of owning a home. Below are some key provisions you'll want to understand....

We want to make sure you're aware of changes in key financial data for the 2018 tax year...
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Below you will find important dates for the upcoming tax season, along with other helpful info to assist you in prepping for your 2017 tax preparation.

​The tax reform freight train has been signed into law.....
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Loan amount limits for home loans are increasing effective January 1, 2018. However, we have investors who are allowing the limit increases to be effective immediately...
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​Relocating stinks. But one benefit of moving is getting rid of all that unnecessary clutter. And with our tips below, you can get paid by Uncle Sam with a lot less effort than trying to sell each individual item.....

A reverse mortgage (RM) is a type of loan for homeowners 62 years of age and older. RM’s allow owners to convert part of their equity into cash, without having to make a corresponding mortgage payment, like regular conventional loans require………

Here are some things you’ll want to know when selling your house.....​​

Below are nine tips we want to pass along to you after preparing tax returns for the past three months!

​As you’ve likely heard, the Federal Reserve has increased the fed funds rate twice since the Trump Administration took office, for a total increase of .5%. Those increases are on top of the previous .25% increase in December 2015. The Fed has also already indicated it’s likely there will be 3-4 more rate increases this year.....

​During tax season, we often see that people have used their 401k and IRA accounts for home down payments, or to help pay off debt. It’s important to understand the tax implications before making this game-changing move......... 

​Below you will find important dates for the upcoming tax season, along with other helpful info to assist you in preparing for your 2016 tax preparation.....

As we near the end of 2016, we wanted to make you aware of a few key changes to home loans and taxes.....
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For many, tax time can be an excruciating process of trying to round up scattered paperwork and compile long-lost figures. It doesn’t have to be that way.....